#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing

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7M ago 53:24

MP3•Laman utama episod

Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors.
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1:08 - Good News
7:32 - Macro - inflation & deficits
10:18 - ImExHS (ASX: IME)
16:36 - Companies accommodating to analysts and the market
19:14 - RPMGlobal Holdings (ASX: RUL)
30:57 - DCFs
35:00 - Management, business reality and guidance
38:33 - Norwegian sovereign wealth fund interview
38:43 - Non-consensus and right
42:25 - Forensic linguistics
44:29 - Generalist investing
50:44 - Gratitude

Bab

1. #117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing (00:00:00)

2. Good News (00:01:08)

3. Macro - inflation & deficits (00:07:32)

4. ImExHS (ASX: IME) (00:10:18)

5. Companies accommodating to analysts and the market (00:16:36)

6. RPMGlobal Holdings (ASX: RUL) (00:19:14)

7. DCFs (00:30:57)

8. Management, business reality and guidance (00:35:00)

9. Norwegian sovereign wealth fund interview (00:38:33)

10. Non-consensus and right (00:38:43)

11. Forensic linguistics (00:42:25)

12. Generalist investing (00:44:29)

13. Gratitude (00:50:44)

128 episod

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